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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,698 | $113,941+24.4% | $94,229+50.4% | $125,389+13.0% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -5.19% | 5.29%-10.5pp | 10.68%-15.9pp | 282.24%-287.4pp |
| Employer contribution / active EE | $1,465 | $4,727-69.0% | $3,587-59.1% | $4,866-69.9% |
| Participant deferral / active EE | $4,780 | $5,179-7.7% | $4,320+10.6% | $5,352-10.7% |
| Admin fee / account holder | $10,417 | $8,392+24.1% | $6,269+66.2% | $9,541+9.2% |